Listen each week as host Craig Iskowitz interviews fintech leaders and dissects the latest news and trends in wealth management technology.
“What I think is different about our approach, firstly, is that we’re purpose built for decumulation. The second thing is that we’re built for...
“TAMPs are often the first thing that advisors outsource. They know that they aren’t very good at investments and they were very happy to turn...
It’s another fantastic day in the wonderful world of wealthtech. Welcome to episode 75 of the Wealth Management Today podcast. This is our monthly...
“Not all checks are equal. You can go get funding from somebody who will give you a check and no more than that. Or, you can get funding and a partner...
“Why am I fintech heretic? I must get bored easily and so I always look for what’s the edge. Where’s the place where people are breaking things...